VFA
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Valeo Financial Advisors’s CBRE Group CBRE Stock Holding History

Valeo Financial Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$205K Sell
1,596
-201
-11% -$28.8K ﹤0.01% 776
2026
Q2 		$242K Sell
1,797
-758
-30% -$104K 0.01% 695
2026
Q1 		$346K Sell
2,555
-54
-2% -$8.21K 0.01% 498
2025
Q4 		$420K Buy
2,609
+232
+10% +$36.5K 0.01% 512
2025
Q3 		$375K Sell
2,377
-168
-7% -$26K 0.01% 535
2025
Q2 		$357K Buy
2,545
+328
+15% +$41.5K 0.01% 524
2025
Q1 		$290K Buy
2,217
+85
+4% +$11.6K 0.01% 540
2024
Q4 		$280K Buy
2,132
+168
+9% +$22K 0.01% 566
2024
Q3 		$244K Buy
+1,964
New +$214K 0.01% 592
2021
Q1 		– Sell
-89
Closed -$6K – 2035
2020
Q4 		$6K Buy
+89
New +$5.03K ﹤0.01% 1316
2020
Q3 		– Sell
-642
Closed -$29K – 1664
2020
Q2 		$29K Buy
642
+169
+36% +$7.29K ﹤0.01% 926
2020
Q1 		$21K Sell
473
-286
-38% -$15.8K ﹤0.01% 879
2019
Q4 		$47K Buy
759
+295
+64% +$16.3K ﹤0.01% 670
2019
Q3 		$25K Buy
464
+22
+5% +$1.16K ﹤0.01% 786
2019
Q2 		$23K Sell
442
-52
-11% -$2.58K ﹤0.01% 806
2019
Q1 		$24K Hold
494
– – ﹤0.01% 726
2018
Q4 		$20K Buy
494
+15
+3% +$620 ﹤0.01% 707
2018
Q3 		$19K Hold
479
– – ﹤0.01% 786
2018
Q2 		$23K Sell
479
-274
-36% -$13K ﹤0.01% 722
2018
Q1 		$36K Buy
753
+319
+74% +$14.5K 0.01% 559
2017
Q4 		$19K Buy
434
+110
+34% +$4.56K ﹤0.01% 681
2017
Q3 		$12K Buy
+324
New +$11.9K ﹤0.01% 652

Other funds holding CBRE

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Valeo Financial Advisors's CBRE Position: Q3 2026 in Review

Valeo Financial Advisors reduced its CBRE Group (CBRE) stake by 11% in Q3 2026, selling an estimated $28.8K and leaving 1,596 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Valeo Financial Advisors first reported a position in CBRE in Q3 2017 and has held it in 22 quarters since. The position peaked at $420K in Q4 2025. 34 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Valeo Financial Advisors held 1,596 shares of CBRE Group worth $205K as of Q3 2026.
  • Valeo Financial Advisors sold 201 CBRE Group shares in Q3 2026, an estimated $28.8K.
  • CBRE Group made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #776 holding.
  • Valeo Financial Advisors first reported a position in CBRE Group in Q3 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's CBRE Group position peaked at $420K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.